If governments and central banks are too slow in removing the stimulus ... demand will continue to outpace supply.

Dec 21, 2021

"In Europe they chose to take the route of furloughing people, and they were still connected and had a job to come back to."

Dec 16, 2021

"On the supply side, it means the inflationary pressures will probably persist even longer."

Dec 2, 2021

… this is the wrong moment to hit the economy with any added juice. … “We certainly don't have a lot of spare workers today.”

Nov 11, 2021